Elon Is Now Running a New Secret Mission (Accelerant) ⚡️

以下是Dylan Loomis的Electrified最新新闻摘要的中文翻译： **引言：** * 迪伦感谢新赞助人John M，并解释他最近的缺席是因为母亲做了一个小手术，他去陪伴了。他还向Sayon致意，他亲自见到了这位频道的长期关注者。 **星舰与星链v3测试飞行：** * 星舰的第13次试飞因发动机未能启动而取消；新的发射窗口是美国东部时间7月20日周一晚6:45。 * 将移除并更换两台猛禽发动机，以确保飞行顺利。 * 星舰将首次搭载v3版星链卫星进入太空。 * 计划部署20颗v3版卫星进行测试，它们将展开太阳能电池板和天线，并尝试通过高容量激光与更大的星链星座连接。 * 这些测试用的v3版卫星将沿亚轨道飞行，预计在部署后约20分钟再入大气层烧毁。 * 其中六颗卫星经过改装，配备了摄像头，用于扫描星舰的隔热罩并传输图像。 * 这些特定的v3版卫星不会进入轨道；SpaceX计划在今年晚些时候投入运营v3卫星，并且v3版卫星将只由星舰运载。 **星链v5终端：** * SpaceX宣布推出新的v5版星链终端。 * 主要改进集中在利润空间、重量和尺寸上，而非显著提升性能。 * v5终端重2.4磅（而4x版为6.4磅），天线更小，平均功耗更低。 * 抗风能力增强，额定可承受高达165英里/小时的风速（而4x版为110英里/小时）。 * v5将附带以太网线（4x版没有）。 * 它将配备Router Mini，而非Router 3。 * v5的下载速度可达375+ Mbps（而4x版为475 Mbps），但实际速度高度依赖于网络状况。 * 马斯克提到预计会推出v5版星链Mini，但尚未有官方细节。 * 按比例绘制的对比图突出了v5版显著减小的体积。 **星链v3卫星容量：** * v3卫星的官方规格：下行1 Tbps，上行160 Gbps。与v2版相比，下载能力提高了一个数量级，上传能力提高了两个数量级。 * Sean McGuire的估计：每次星舰发射搭载60颗v3卫星，30次发射大约可以使地球的国际互联网带宽翻倍。 * 当前星链网络的累计容量约为450 Tbps。 * 每次搭载60颗v3卫星的星舰发射可以增加60 Tbps的容量，这意味着理论上，只需7.5次星舰发射就可以使整个星链网络的累计容量翻倍。 * 这代表着从达到450 Tbps的7年时间，潜在地加速到1年内使其翻倍。 **A1轨道数据中心卫星：** * 马斯克计划明年开始发射A1轨道数据中心卫星。 * A1 V1峰值功率规格提高到250千瓦（电池辅助），平均功率约为160千瓦。 * 每颗A1卫星可容纳一个NVL 72 Rubin机架。 * 这意味着每颗A1卫星可以支持大约72个先进GPU，其规模相当于一个高端地面机架。 **埃隆的“秘密权力游戏”（收购APR Energy）：** * 马斯克悄悄以至少10亿美元收购了总部位于杰克逊维尔的APR Energy公司，该交易获得了反垄断审查的提前终止许可。 * APR Energy专注于快速部署的模块化发电解决方案，包括为超大规模运营商和数据中心开发者的高密度GPU和AI工作负载定制发电厂。 * 他们使用基于涡轮机的发电，具有移动性，并与Colossus 1和2对燃气涡轮机的依赖相符。 * 此次收购允许马斯克避开漫长的电力并网排队，从而能够更快地为内部模型（如ROK）或出租给其他方部署计算能力。 **赞助商 - Delete Me：** * 加州推出了“DROP”工具，这是一个州政府运营的工具，用于从约600家注册数据经纪商那里删除个人信息。 * Delete Me覆盖美国所有州的750多个个人信息搜索网站，并每季度重新扫描，填补了DROP等工具留下的空白。 * 他们允许以折扣价添加家庭成员。 * 迪伦分享了他的个人经历：上个季度Delete Me为他审查了1800多条信息，并从6个网站提交了删除请求，为他节省了大约160小时的工作时间。 * 优惠：访问joindeliteme.com/electrified，使用代码ELECTRIFIED可享八折优惠。 **特斯拉太阳能规模化：** * 澳大利亚在分布式能源采用方面居世界领先地位（人均990瓦太阳能，40%的家庭安装屋顶太阳能，近5%安装电池），这得益于二十年来有意的政策。 * 在美国，约9%的家庭安装屋顶太阳能，不到1%的家庭安装电池。 * 美国的硬件成本显著更高：太阳能约为3美元/瓦（澳大利亚不到1美元/瓦），电池安装成本约为1000美元/千瓦时（澳大利亚为500美元/千瓦时）。 * 宽松的政策被证明能带来规模经济和更低的定价。 **特斯拉Robotaxi：** * 特斯拉在德克萨斯州的Robotaxi车队现已正式注册175辆车，其中本周新增注册了73辆，均为Model Y。 * 特斯拉在奥斯汀的地理围栏（红色）仍然比Waymo最近扩大的地理围栏（蓝色）更大。 **德国FSD批准：** * 德国不会在欧盟范围内通过TCMV框架进行投票之前批准特斯拉的监督式FSD，首次投票机会将在今年10月。 * KBA（德国联邦机动车运输管理局）预计将于本月收到一辆特斯拉汽车进行独立测试。 **特斯拉日本超级充电站：** * 特斯拉与日本7-Eleven合作安装超级充电桩，日本第150个超级充电站是此次合作的首个站点。 * 7-Eleven是日本第二家提供超级充电服务的便利店连锁（Family Mart是2023年的第一家）。 * 日本7-Eleven计划在2026财年末前在约10家门店安装超级充电桩。 * 特斯拉汽车在日本的注册量在2026年上半年达到12,200辆，同比增长166%，超过了2025年的总销量。 **NTSB特斯拉撞车报告：** * NTSB报告证实，一辆特斯拉撞入民宅是由于驾驶员手动介入FSD，将加速踏板踩到100%，车速超过70英里/小时；这并非FSD系统的行为。 **特斯拉巨型充电站（Megachargers）：** * 特斯拉在加州布卢明顿部署了另一个巨型充电站，设有六个充电桩，重点关注重要的半挂车路线和货运站。 * 迪伦指出，这可能不是*首个*公共站点，他回顾了2023年5月安大略州（CA）的一项公告。 * 特斯拉的“查找我们”地图显示许多“即将推出”的巨型充电站，包括德克萨斯州的大约二十几个。 **特斯拉新市场 - 拉脱维亚：** * 特斯拉将进入拉脱维亚市场，这是一个较小的市场，每年约有25,000辆乘用车销量，2025年BEV（纯电动车）普及率约为7%（售出不到2,000辆BEV）。 **特斯拉锂日2026：** * 特斯拉锂日（Tesla Lithium Day）设施现已竣工并全面投产，正在向得州超级工厂运送材料，用于生产4680电池。这被视为未来的利润顺风和供应链安全的提升。 **特斯拉平衡车：** * 特斯拉将于7月31日开放一款儿童平衡车的预订，售价225美元。 **股市更新：** * 特斯拉（TSLA）收盘价为380.84美元，下跌2.61%。 * SpaceX收盘价为123.99美元，下跌5.43%，正式跌破其135美元的IPO发行价。迪伦推测它可能在升值前跌至100美元左右。 * 纳斯达克100指数（NDX）下跌1.49%。

Here's a summary of the latest news from Electrified with Dylan Loomis: **Introduction:** * Dylan thanks new patron John M and explains his recent absence was due to being with his mother after a small procedure. He also gave a shoutout to Sayon, a long-time channel follower he met in person. **Starship & Starlink v3 Test Flight:** * Starship's 13th test flight scrubbed due to engine non-starts; the new launch window is Monday, July 20th, at 6:45 PM ET. * Two Raptors will be removed and replaced for confidence in a good flight. * For the first time, Starship will carry v3 Starlink satellites into space. * The plan is to deploy 20 v3 satellites for testing, which will extend solar arrays and antennas and attempt to connect with the larger Starlink constellation via high-capacity lasers. * These test v3 satellites will be on a suborbital trajectory and are expected to demise upon re-entry about 20 minutes after deployment. * Six of these satellites are modified with cameras to scan Starship's heat shield and transmit imagery. * These specific v3 satellites will not make it into orbit; SpaceX aims to operate v3 satellites later this year, and v3s will only fly on Starship. **Starlink v5 Terminal:** * SpaceX announced a new v5 Starlink terminal. * Key improvements are focused on margin push, weight, and size, rather than significantly increased performance. * The v5 terminal weighs 2.4 lbs (vs 6.4 lbs for 4x), has a smaller dish, and lower average power draw. * Wind survivability is enhanced, rated up to 165 mph (vs 110 mph for 4x). * V5 will come with an Ethernet cable (4x did not). * It will include the Router Mini instead of the Router 3. * V5 is capable of 375+ Mbps download speeds (compared to 4x's 475 Mbps), but real-world speeds are highly dependent on network conditions. * Elon mentioned a v5 Starlink Mini is expected but no official details yet. * A drawn-to-scale comparison highlights the significantly smaller footprint of the v5. **Starlink v3 Satellite Capacity:** * Official v3 satellite specs: 1 Tbps down and 160 Gbps up. This is an order of magnitude more capable for download and two orders of magnitude for upload compared to v2. * Sean McGuire's estimate: With 60 v3 satellites per Starship launch, 30 launches could roughly double Earth's international internet bandwidth. * Current Starlink network cumulative capacity is around 450 Tbps. * Each Starship launch with 60 v3 satellites could add 60 Tbps, meaning theoretically, only 7.5 Starship launches could double the entire Starlink network's cumulative capacity. * This represents a potential acceleration from 7 years (to reach 450 Tbps) to potentially 1 year (to double it). **A1 Orbital Data Center Satellites:** * Elon plans to start flying A1 orbital data center satellites next year. * A1 V1 peak power spec raised to 250 kW (battery assisted), with average power around 160 kW. * Each A1 satellite will be able to handle an NVL 72 Rubin rack. * This means each A1 satellite could support approximately 72 advanced GPUs, starting at the scale of one high-end ground rack. **Elon's "Secret Power Play" (APR Energy Acquisition):** * Elon quietly acquired Jacksonville-based APR Energy for at least $1 billion, with the transaction granted early termination for antitrust review. * APR Energy specializes in rapidly deployable modular power generation, including custom power plants for high-density GPUs and AI workloads for hyperscalers and data center developers. * They use turbine-based energy generation, which is mobile and aligns with Colossus 1 and 2's reliance on gas turbines. * This acquisition allows Elon to sidestep lengthy interconnection queues for power, enabling faster deployment of compute capacity for in-house models (like ROK) or for renting to others. **Sponsor - Delete Me:** * California launched "DROP," a state-run tool to remove personal info from ~600 registered data brokers. * Delete Me covers over 750 people search sites, in every state, and rescan every quarter, filling gaps left by tools like DROP. * They allow adding family members at a discount. * Dylan shares his personal experience, with Delete Me reviewing over 1800 listings and submitting removals from 6 sites for him last quarter, saving him ~160 hours of work. * Offer: 20% off at joindeliteme.com/electrified with code ELECTRIFIED. **Tesla Solar Scaling:** * Australia leads the world in distributed energy adoption (990 watts of solar per person, 40% of homes with rooftop solar, nearly 5% with batteries) due to two decades of deliberate policy. * In the US, ~9% of homes have rooftop solar and less than 1% have batteries. * Hardware costs are significantly higher in the US: solar is ~$3/watt (vs <$1/watt in Australia), and batteries are ~$1,000/kWh installed (vs $500/kWh in Australia). * Accommodative policies are shown to lead to economies of scale and lower pricing. **Tesla Robotaxi:** * Tesla's Texas robotaxi fleet is now officially registered with 175 vehicles, with 73 new registrations this week alone, all Model Ys. * Tesla's geofence in Austin (red) remains larger than Waymo's recently expanded geofence (blue). **Germany FSD Approval:** * Germany will not approve Tesla's supervised FSD before a Europe-wide vote within the framework of the TCMV, with the first opportunity for that vote being October this year. * The KBA (Germany's Federal Motor Transport Authority) is expected to receive a Tesla vehicle this month for independent testing. **Tesla Superchargers Japan:** * Tesla has partnered with 7-Eleven in Japan to install Superchargers, with the 150th Supercharger site in Japan being the first of this partnership. * 7-Eleven is the second convenience store chain in Japan to host Superchargers (Family Mart was the first in 2023). * 7-Eleven Japan plans to install Superchargers at about 10 additional stores by the end of its 2026 fiscal year. * Tesla vehicle registrations in Japan reached 12,200 in the first half of 2026, up 166% year-over-year, surpassing total 2025 sales. **NTSB Tesla Crash Report:** * An NTSB report confirmed that a Tesla crash into a home was due to the driver manually overriding FSD by pressing the accelerator to 100%, with vehicle speed greater than 70 mph; this was not FSD behavior. **Tesla Megachargers:** * Tesla deployed another Megacharger in Bloomington, California, with six stalls, focusing on important semi-routes and depots. * Dylan notes this might not be the *first* public site, recalling a May 2023 announcement for Ontario, CA. * The Tesla "Find Us" map shows many "coming soon" Megacharger sites, including about two dozen in Texas. **Tesla New Market - Latvia:** * Tesla is set to enter the Latvian market, a smaller market with ~25,000 passenger cars annually and ~7% BEV adoption in 2025 (<2,000 BEVs sold). **Tesla Lithium Day 2026:** * The Tesla Lithium Day facility is now complete and fully ramped, shipping materials to Giga Texas for 4680 battery production. This is seen as a future margin tailwind and a boost to supply chain security. **Tesla Balance Bike:** * Tesla is opening pre-orders for a kids' balance bike on July 31st for $225. **Stock Market Update:** * Tesla (TSLA) closed at $380.84, down 2.61%. * SpaceX closed at $123.99, down 5.43%, officially below its $135 IPO price. Dylan speculates it might dip to around $100 before ascending. * The NDX (Nasdaq 100) was down 1.49%.